Michael A. Olson, CFP® AIF® AWMA® CRPS® David A. Kudo, CPA

Michael A.Olson, CFP® AIF® AWMA® CRPS®

Financial Planner

Michael Olson is a Financial Planner at Platinum Wealth Solutions, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning, and executive benefits for both publicly and privately-held companies.

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. I believe personalized service and strategy is essential when matching clients with the right financial solutions and services.

My commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial strategy which is part of the overall financial plan.

A financial plan must reflect the stage of life its owner is in. A plan must reflect its owner’s personal or business situation, and highlight those financial solutions that best fit it. A plan must also be continually reviewed to measure its achievements against stated goals, and ensure the owner is comfortable moving forward.

Personal Data:

During his free time, Mike participates in a variety of Martial Arts such as Hapkido, Okinawan, and ShorinRyu.

**The Certified Financial Planner (CFP)® program is one of the most respected professional designations in the industry. It gives financial professionals the knowledge and skills necessary to provide comprehensive financial services to their clients. The Certified Financial Planner Board of Standards, Inc. awards the designation to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

***The Accredited Investment Fiduciary®(AIF) designation represents a thorough knowledge of, and ability to apply fiduciary practices when working towards the best interests of their clients. AIF designees are better able to assist others in implementing proper policies and procedures.